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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

315 hedge funds and large institutions have $2.06B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 134 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+51
Holders Change %
+19.32%
% of All Funds
5.08%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.42%
New
72
Increased
134
Reduced
65
Closed
13
Calls
$26K
Puts
–
Net Calls
+$26K
Net Calls Change
+$26K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$287M
2
Osaic Holdings
Osaic Holdings
Arizona
$177M
3
CCMG
Clark Capital Management Group
Pennsylvania
$112M
4
Stifel Financial
Stifel Financial
Missouri
$105M
5
BFEC
Benjamin F. Edwards & Company
Missouri
$70M

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
$33.9M
2
PPW
Parcion Private Wealth
Washington
$0
3
NP
NorthRock Partners
Minnesota
$42.7M
4
TCM
Tradewinds Capital Management
Washington
$10.2M
5
Citadel Advisors
Citadel Advisors
Florida
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
226
World Equity Group
Illinois
$282K +$282K +4,363 New
1WM
227
1900 Wealth Management
Texas
$282K -$77.9K -1,204 -22%
AO
228
Advisor OS
Illinois
$281K +$281K +4,348 New
CTC
229
Central Trust Company
Missouri
$278K +$261K +4,038 +1,541%
AP
230
Appleton Partners
Massachusetts
$278K -$1.94K -30 -0.7%
AWA
231
Acorn Wealth Advisors
Michigan
$275K -$18.8K -291 -6%
FFS
232
Founders Financial Securities
Maryland
$265K +$265K +4,099 New
BWFA
233
Baltimore-Washington Financial Advisors
Maryland
$260K -$70.3K -1,086 -21%
HI
234
Harbour Investments
Wisconsin
$258K +$57.1K +882 +28%
LWM
235
Laidlaw Wealth Management
New York
$256K -$53.3K -823 -17%
FFN
236
Focus Financial Network
Minnesota
$249K +$2.98K +46 +1%
CFGS
237
Concourse Financial Group Securities
Alabama
$249K +$11.7K +181 +5%
AWM
238
Affinity Wealth Management
Delaware
$243K +$243K +3,756 New
FAIM
239
Financial Advocates Investment Management
Washington
$240K +$240K +3,715 New
SDWMA
240
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K – – –
BWL
241
Bogart Wealth LLC
Virginia
$232K – – –
Bank of New York Mellon
242
Bank of New York Mellon
New York
$227K +$227K +3,512 New
DWT
243
Dorsey & Whitney Trust
South Dakota
$216K -$14.6K -225 -6%
CAM
244
Concorde Asset Management
Michigan
$215K +$215K +3,326 New
VW
245
Vance Wealth
California
$211K +$211K +3,257 New
SA
246
Scarborough Advisors
Maryland
$211K +$211K +3,255 New
HCWM
247
Harrison & Co Wealth Management
Virginia
$211K +$211K +3,254 New
M&T Bank
248
M&T Bank
New York
$209K +$209K +3,235 New
RCAG
249
Rehmann Capital Advisory Group
Michigan
$209K +$209K +3,235 New
PCA
250
Prosperity Capital Advisors
Ohio
$206K +$206K +3,182 New
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